training & research for academic newcomers A project of the King Baudouin Foundation © 2013 Truetrust Ltd 1 Introduction to Project Management Gabriella Calderari David W Chadwick © 2013 Truetrust Ltd 2 Problem Solving Start Problems Solved Detect Problem Execute Project Decide Solution Plan Project © 2013 Truetrust Ltd 3 What is a Project? • Any Task • Which Has • A Beginning • And an End © 2013 Truetrust Ltd 4 Which of the following are Projects? • • • • • • • Applying for an EC Project Implementing an EC Project Getting a job Keeping a job Seeking promotion Everyday living Buying a house © 2013 Truetrust Ltd 5 Project Objectives Quality Cost Time © 2013 Truetrust Ltd 6 Objectives are Strongly Inter-related • Increase the quality -> increase cost and/or time • Decrease the time -> decrease in cost and/or quality • Increase the time -> increase the cost © 2013 Truetrust Ltd 7 What is Project Management? • The role of a Project Manager is to ensure that the project can be completed on time, to cost and to the required quality • But this is not an easy role (which is why good project managers are highly sought after and well paid) © 2013 Truetrust Ltd 8 Project Management Skills • Project management involves a wide variety of skills and techniques, including: – technical skills to be able to understand the technical solutions being proposed – interpersonal skills, to be able to motivate all the members of the project team – planning and estimating skills so as to formulate good project plans – communication skills, to be able to write clear reports and give presentations to project stakeholders – numerate and financial skills so as to control project resources – creativity to solve problems and develop solutions © 2013 Truetrust Ltd 9 Two Basic Laws of Project Management • All project management decisions must be made by considering their effect on the objectives for the project • Only the remaining work in the project can be managed - you cannot manage what has already happened © 2013 Truetrust Ltd 10 Phases of a Project Project Initiation Project Planning Task Scheduling Information Gathering Project Proposal Project Re-planning Project Execution Information Evaluation Project Termination Feedback Initiation Planning Execution © 2013 Truetrust Ltd Control Feedback 11 Project Proposal Phase • Document proposals for new projects, possibly arising from existing projects, new business opportunities, changing market conditions etc. • Specify goals of project, not solutions (leave that till later phase) © 2013 Truetrust Ltd 12 Project Initiation Phase • Collect project ideas and proposals • Evaluate project proposals and select best project(s) for planning • Select project manager and initiate the planning of the project © 2013 Truetrust Ltd 13 Project Planning Phase • Establish the project plan – Including risk management plan and quality plan • Make Resource Input contracts • Initiate the project document files © 2013 Truetrust Ltd 14 Task Scheduling Phase • Initiate the sub-project groups • Establish and distribute task descriptions • Order the execution of tasks © 2013 Truetrust Ltd 15 Execution Phase • Execute activities • Document work results and resources consumed • Control the quality of work © 2013 Truetrust Ltd 16 Information Gathering Phase • Record project control information (time, cost, quality) continuously • Prepare project control statements periodically © 2013 Truetrust Ltd 17 Evaluation Phase • Relate project control information to project plan data • Isolate and define present and/or anticipated deviations from the project plan • Determine the causes and effects of the deviations • Decide upon appropriate actions © 2013 Truetrust Ltd 18 Project Re-Planning Phase • Develop proposals for project plan alterations • Refer to the Steering Group if alterations exceed the limits of the project • Carry out alterations to the project plan and Resource Input contracts © 2013 Truetrust Ltd 19 Project Termination Phase • Develop proposal for premature project termination if necessary • Decide on termination of project (possibly via Steering Group) • Execute the termination process • Produce final project report • Disband the project team © 2013 Truetrust Ltd 20 Project Feedback Phase • Collect and document experience information and proposals for change • Develop proposals for improvements • Decide on, carry out and communicate information about changes and improvements © 2013 Truetrust Ltd 21 Prematurely Terminating a Failing Project is Hard • Read “Blowing the Whistle” by M. Keil and D. Robey – CACM, April 2001, Vol 4, No 4, pp 87-93 • The “Mum Effect” – Reluctance to Blow the Whistle – “Career suicide to be honest” – “Political suicide to go and speak up” • The “Deaf Effect” – Reluctance to Hear the Whistle – “I don’t think they believed it would be that serious” – “We really appreciate your efforts, but thanks no thanks” © 2013 Truetrust Ltd 22 Organization Contexts of Whistle Blowing Cover Up Strong Organisation Deaf-Dumb-Blind Organisation Mum Effects Healthy Organisation Ostrich Organisation Weak Strong Weak Deaf Effects © 2013 Truetrust Ltd 23 Project Planning • Why Plan – to ensure project can be completed on time, to budget and at the required quality – to set the standard for time, cost and quality for project control to measure against • Planning tools: Gantt Charts, Dependency Tables, Work Breakdown Structures, Activity Networks • Start by listing all the activities and tasks in the project. A WBS may help • Then work out the dependencies between tasks © 2013 Truetrust Ltd 24 WORK BREAKDOWN STRUCTURE Project Work Package 1 Activity A Task A Task X Task Y 23 October 2003 Work Package 2 Activity B Task B Activity C Task C Task M Activity D Task E Task N Task F Task O 25 Dependency Table ACTIVITY/TASK DEPENDENT UPON A - B - C B D A,B,C E B F E,B © 2013 Truetrust Ltd 26 Gantt Charts © 2013 Truetrust Ltd 27 Activity Networks • Two types: Activity on Node, and Activity on Arrow. – Activity on Node is used by Microsoft Project • Features: Various types of links: Start-Start, Finish-Start, Finish-Finish, all with or without lag (time delay) • Shows Critical Path – each task on this path must finish on time otherwise the project will be late © 2013 Truetrust Ltd 28 Network Diagram in MS Project All tasks on critical path are coloured red © 2013 Truetrust Ltd 29 Resourcing • Determine what resources a project needs over time • Resources : – People – Equipment – Materials – Facilities Scheduling • Determining when the tasks are going to be performed © 2000 D W Chadwick 30 Steps in Resourcing and Scheduling 1. Estimate activity durations from workload estimates 2. Combine with logical dependencies to produce a logical project plan 3. Allocate resources to tasks 4. Smooth the resources to produce a scheduled project plan 5. If necessary, alter plan to fit customers/sponsors requirements 6. Allocate tasks to named individuals and teams 7. Adjust plan for actual staff performances © 2000 D W Chadwick 31 Resource Histograms in MS Project © 2000 D W Chadwick 32 The Control Loop Set Standard Continue Unchanged Take Corrective Action to Improve Performance Revise the Standard Decision Measure Performance Compare Performance with Standard © 2000 D W Chadwick 33 Measuring Project Objectives • Time • Resources • Quality ?? © 2013 Truetrust Ltd 34 Measuring Cost • Keep accounts and compare with budget • Two Important statistics • BAC (Budgeted at Completion) = The total cost of the project derived from the project plan before any work began • EAC (Estimated at Completion) = The estimated cost today, derived from the actual costs to date plus the scheduled costs remaining © 2013 Truetrust Ltd 35 Measuring Staff Time/Costs • Use timesheets and reporting to collect time spent and 'to go' • Beware 90/90 rule: 'It takes 90% of the time to complete the first 90% of the task, and 90% of the time to complete the last 10% of the task' • By – – – – – Honest approach - explain exact use of data Minimum staff effort - small and simple data Feedback - show staff current project progress Questioning 'to go' - require justification Setting measurable objectives & small tasks © 2000 D W Chadwick 36 Project Quality Objectives • What you want – functional specifications • How well you want it – non-functional or QOS specifications – QOS is the most difficult of the 3 project objectives to specify and measure – We will have a separate lecture devoted to quality management © 2013 Truetrust Ltd 37 Corrective Action Improving Staff Performance • Motivation - Hertzberg etc. • Staff Training and Development • Additional Staff • Discipline • Better quality controls © 2000 D W Chadwick 38 Corrective Action Resetting The Standard • Only when absolutely necessary e.g. – Unexpected events make target unobtainable – Staff are not skilled enough – Leader is inadequate – Circumstances render it obsolete • Because – Removes a motivation to try harder – De-motivates staff who already tried hard – Staff ignore constantly changing standards © 2000 D W Chadwick 39 Management by Walking About (MBWA) • FINALLY • Don’t forget to wander about in the project area, talking to staff, getting them to demo things • You will learn a lot about the project and its progress, how staff feel etc. from this • You will also uncover problems very early on, before things go too badly wrong © 2000 D W Chadwick 40 Any Questions?????? [email protected] [email protected] © 2013 Truetrust Ltd 41
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